Moody Aldrich Partners’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,320
| Closed | -$249K | – | 163 |
|
|
2022
Q3 | $249K | Buy |
3,320
+528
| +19% | +$39.6K | 0.05% | 145 |
|
|
2022
Q2 | $254K | Sell |
2,792
-28
| -1% | -$2.55K | 0.05% | 134 |
|
|
2022
Q1 | $311K | Buy |
+2,820
| New | +$311K | 0.04% | 131 |
|
|
2021
Q3 | – | Sell |
-2,350
| Closed | -$431K | – | 174 |
|
|
2021
Q2 | $431K | Sell |
2,350
-34
| -1% | -$6.24K | 0.06% | 133 |
|
|
2021
Q1 | $373K | Buy |
2,384
+726
| +44% | +$114K | 0.05% | 146 |
|
|
2020
Q4 | $289K | Sell |
1,658
-11
| -0.7% | -$1.92K | 0.05% | 149 |
|
|
2020
Q3 | $216K | Buy |
+1,669
| New | +$216K | 0.05% | 146 |
|
|
2020
Q2 | – | Sell |
-79,318
| Closed | -$6.07M | – | 170 |
|
|
2020
Q1 | $6.07M | Sell |
79,318
-10,334
| -12% | -$790K | 1.83% | 9 |
|
|
2019
Q4 | $5.88M | Buy |
89,652
+6,901
| +8% | +$453K | 1.21% | 26 |
|
|
2019
Q3 | $4.45M | Buy |
82,751
+12,886
| +18% | +$692K | 1.18% | 32 |
|
|
2019
Q2 | $3.58M | Buy |
+69,865
| New | +$3.58M | 0.92% | 49 |
|